Our Mission

 

 

 

 

 

 

 

 

 

 

Finance Vie, a Financial services firm, guides you with all your financial needs (Asset accumulation, retirement strategies, family protection and more.). We pride ourselves for being focused on the specific needs of the French Community living in the USA.

We operate in Alliance with Equitable Advisors LLC (Previously Equitable Advisors) with a human-sized structure. Our professionals listen to your needs and provide a custom-made service to help you plan according to your needs .

We will establish a Map of your assets and present a strategic plan to help you protect your family and optimize your current financial situation. Once the plan is implemented, we will meet on a regular basis to make sure that you stay in line with your goals.

Our main priority is your satisfaction and we aim to build a trustworthy relationship with our clients.

Our team is at your service to answer any question you may have. Please do not hesitate to reach out to us for a free consultation.

Our services

FOR BUSINESSES

FOR INDIVIDUALS AND FAMILIES

 

 

  • Employee benefits (Health, Life, disability)
  • Custom made Retirement plans: 401(k) / profit sharing plans, IRA'S, SEP IRA's, Roth IRA's, Defined Benefit plans
  • Executive benefits and differed compensation plans
  • Key person coverage
  • Buy Sell agreement
  • Succession planning

 

  • Financial strategies
  • Retirement plans, Annuities, IRA's
  • Life Insurance, Term and Permanent
  • Fixed Income Investments
  • Equity Investments
  • College planning strategies
  • Estate planning strategies